SNC
WFM

Stifel Nicolaus & Co’s Whole Foods Market Inc WFM Stock Holding History

Stifel Nicolaus & Co’s Portfolio WFM Stock Details WFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$1.47M Buy
25,133
+16,048
+177% +$886K 0.02% 537
2013
Q2 		$468K Buy
+9,085
New +$438K 0.01% 883

Other funds holding WFM

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stifel Nicolaus & Co's WFM Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Whole Foods Market Inc (WFM) stake by 177% in Q3 2013, buying an estimated $886K and bringing the position to 25,133 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #537.

Stifel Nicolaus & Co first reported a position in WFM in Q2 2013 and has held it in 2 quarters since. 565 funds tracked by Wall St. Rank hold WFM as of Q3 2013.

  • Stifel Nicolaus & Co held 25,133 shares of Whole Foods Market Inc worth $1.47M as of Q3 2013.
  • Stifel Nicolaus & Co bought 16,048 Whole Foods Market Inc shares in Q3 2013, an estimated $886K.
  • Whole Foods Market Inc made up 0.02% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #537 holding.
  • Stifel Nicolaus & Co first reported a position in Whole Foods Market Inc in Q2 2013 and has held it in 2 quarters since.
  • 565 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.